Sources

A source is somewhere bizSupply reads documents from — an email inbox (Gmail, Microsoft 365), a cloud drive (Google Drive, OneDrive), or Manual Upload (drag-and-drop / file-picker). Connecting an OAuth source is a one-time flow; from then on bizSupply syncs new documents automatically. Manual upload has no sync — you push files when you have them.

Your plan determines how many sources you can connect:

The Sources page

Sidebar: Data Management → Sources.

The page lists every source you've connected, with its status:

Connecting a source

1. On the Sources page, click Connect source (top-right).
2. Pick the provider (Gmail, Microsoft 365, Google Drive, OneDrive).
3. Depending on the provider, you may see a pre-flight dialog before the

OAuth redirect:

• Gmail / Google Drive: Google will show an "unverified app" warning

screen. Click Advanced → Go to bizSupply (unsafe) to proceed. This warning exists because bizSupply is still going through Google's verification process; it doesn't mean anything is wrong with your account.

• Microsoft 365: You may see an admin consent screen. If your

Microsoft 365 tenant requires admin approval, a tenant administrator must approve bizSupply before a regular user can connect.

1. Complete the provider's OAuth consent screen. You'll be returned to

bizSupply.

After OAuth (email sources only)

For Gmail and Microsoft 365, bizSupply opens a configuration modal immediately after OAuth with two settings:

• Folders to scan — check the folders or labels you want ingested.

By default, no folder is selected — you must pick at least one, or choose Skip — scan everything.

• Oldest document date — bizSupply will skip emails older than this

date. Useful if you only want recent contracts, not years of archive.

Click Save and sync and bizSupply queues the first sync. You'll see progress on the Sources page and on the Dashboard.

Storage sources (Google Drive, OneDrive) don't show this modal — they sync everything shared with the connected account.

Manual Upload

If you'd rather push specific files into bizSupply yourself — for testing, for one-off documents, or for content that doesn't live in a connected inbox or drive — use the Manual Upload source.

1. On the Sources page, click Connect source → pick Manual Upload.
2. The upload dialog opens. Drag-and-drop files into the dropzone, or click

to browse.

1. Click Upload. bizSupply pushes the files to the standard pipeline:

classification → extraction. You'll see them in Contracts within seconds (small documents) to a few minutes (large multi-page PDFs).

Limits per upload:

Manual upload is deduplicated the same way every other source is: if you upload the same file twice (or upload a file that later turns up in a connected Drive), bizSupply detects the duplicate by content hash and skips it. The dialog tells you which files were new and which were already on file.

To upload more later, open the Sources page, click on the Manual Upload card, and use Upload more files.

Disconnecting a source

On the Sources page, click the ⋮ menu next to a source → Disconnect. Disconnecting revokes bizSupply's access token; no further syncs will run and no new documents will be ingested. Existing contracts and invoices stay in your workspace.

Reconnecting a Disconnected source

If a source shows Disconnected, click Reconnect next to it. You'll go through the provider's OAuth consent screen again. The same folder filter and oldest-document-date settings are preserved — you don't need to reconfigure them.

Common causes of unexpected disconnection:

• You revoked bizSupply's access at the provider (Google account settings,

Microsoft 365 admin panel).

• The provider expired the refresh token after a long period of inactivity.
• An admin at your organisation globally revoked third-party apps.

Auto-sync and manual sync

• Auto-sync runs periodically based on a schedule (roughly every hour for

most plans).

• Manual sync: on the Sources page, click the Sync now button next to

a source to trigger an immediate sync.

If you recently connected a source and want to see progress, use Sync now rather than waiting for auto-sync.

Troubleshooting a source

• "Only some of my emails are showing up." Check your folder filter in

the source settings — only selected folders are scanned.

• "The sync keeps running forever." Check the Dashboard's job widget or

ask bizAssistant "Why is my sync stuck?" — it can look up recent job statuses via get_job_status and surface the error.

• "I keep getting disconnected right after connecting." Your org may

require admin consent (Microsoft 365) or the Google verification warning wasn't clicked through. Try the Connect flow again; if it still fails, open a support ticket.

Permissions requested

bizSupply never stores your password. The OAuth token is encrypted at rest and can be revoked at any time either from the Sources page or from the provider's own account settings.